Manage your leads, automate follow-ups, track sales performance and motivate your team — with one powerful CRM. Add HRMS, billing, SEO and more when you need them. No new logins, no new tools.
Your lead, the customer they become, the project you deliver, the invoice you raise and the team who did the work — all connected in one place.
Capture leads, qualify them and move deals through a visual pipeline built for how sales teams actually work — with call-backs, activities and a full timeline per lead.
Switch on HRMS, billing, SEO, project management or GST reconciliation whenever you're ready. Same platform, same data, no migration.
Two-way Gmail with open tracking and scheduled send, automatic call logging, duplicate detection and AI business briefs do the busywork for you.
The core of CRMNest. From the first enquiry to a paid, renewing customer, your whole revenue motion lives here.
Mid-market SaaS, ~120 staff. Hiring in sales ops — likely scaling outbound. Best angle: pipeline visibility + call logging. No CRM detected on site.
Pipeline is table stakes. CRMNest also runs the floor — branches, shifts, motivation and how your people are actually feeling.
Turn targets into a live race. The Sales Race puts every agent on the track in real time, and a monthly leaderboard crowns the top performers — with instant sale celebrations on screen the moment a deal lands.
Structure your whole floor by branch, team and shift. Each lead is scoped to its owner's team, so managers see exactly their people — and transferring a lead or an agent never loses the history.
Calls and emails per agent, leads worked, conversions and live sales this month — every rep's activity in one view, with targets and progress bars that make it obvious who's on pace.
Run mood pulse surveys with your sales team and catch morale problems early. Questions adapt to each answer, and responses are analysed with AI so you get the signal, not a spreadsheet.
Put a full-screen board on the office TV — live targets, the leaderboard and rotating motivation — so the whole room sees the numbers and rallies around them.
Agents, managers and admins each see exactly what they should. Visibility follows your branch and team structure automatically — no manual sharing, no over-exposure.
Click through the screens your team lives in — pipeline, leaderboard, team mood, lead history, email tracking and incentives.
Drag deals across stages, see value per column at a glance, and never lose a follow-up — owner and team scoping keeps everyone on their own book.
Every rep ranked by revenue closed this month, updated as deals land — the data behind the Sales Race and Motivator TV.
A weekly mood pulse scored across workload, recognition, support and morale, with AI flagging what's slipping.
Calls auto-logged from CallHippo, emails, notes and scheduled call-backs — the full history of a relationship without hunting through inboxes.
Two-way Gmail with open and click tracking, scheduled send and campaigns — so your team follows up when interest is hot, not days later.
A built-in points & rewards engine with auto-award rules, budgets and approvals, a rewards store reps redeem from, and recognition feeds that make wins public.
Start with the CRM and bolt on exactly what your business runs on. Each module shares the same login, team structure and data.
Run recruitment and your people operations next to sales.
Track the money from every won deal to its last installment.
Produce client-ready SEO deliverables from inside your CRM.
Deliver the work you just sold, with clear ownership.
Reach your whole list from your own mailbox.
Match every cross-border payout to its bank credit.
CRMNest plugs into your email, your phone system and your old CRM so nothing — and no one — gets left behind.
Two-way email, open tracking, scheduled send & multi-mailbox.
Calls logged automatically onto the matching lead's timeline.
Aircall telephony connection available as a managed add-on.
Migrate your leads and data across from Zoho when you switch.
Aircall and Zoho connections are delivered as managed add-ons — ask us to scope yours.
Share a few details and our team will get back with a tailored walkthrough — the CRM, plus whichever modules fit how you work. No spam, no pressure.
Book a free, no-obligation demo. We'll show you the Sales CRM and any add-on modules that fit your business — in about 20 minutes.